Senior Accountant - Client Advisory Services

JCCS, P.C. • Bozeman, MT

34d

About The Position

In this position, you are responsible for the client’s financial reporting and payroll needs. Duties include accounting services, preparation of financial statements, processing payroll, preparing quarterly and annual payroll reports, and other accounting projects for a variety of clients.

Requirements

• Applicants must have proficiency in Microsoft Excel, QuickBooks Online, and AI-related tools.
• Must have strong organizational and time management skills.
• Five (5) years of accounting experience
• Five (5) years of payroll processing experience

Nice To Haves

• Three (3) years of financial statement preparation, preferred
• Proficiency in applying applicable accounting and payroll standards.
• Proficiency with technology, AI tools and research.
• Ability to problem-solve and think critically.
• Attention to detail, time management, and organizational skills.
• Embraces teamwork with and between service lines.
• Growth mindset (both internally and client-focused).
• Ability to effectively delegate and mentor team members.

Responsibilities

• Proficient in technical and advanced accounting systems.
• Performs detailed payroll functions for clients according to deadlines. This may include check processing, and quarterly payroll reports for various states and federal, for review. Compiles information for reporting purposes, journal entry and/or preparing correspondence. Processes W-2s at year end.
• Performs accounting functions including cash management, AR, AP, transactional processing, month-end closing, and financial reporting.
• Completes data entry for monthly and quarterly accounting and financial statements for timely deadlines and review process.
• Oversees preparation of complex payroll and accounting services.
• Completes and maintains complex general ledgers and financial reports.
• Complies with IRS, state and federal tax requirements, wage and hour, and researches clients’ questions for accuracy and compliance.
• Prepares year-end reporting, ready for tax preparation, prior to review.
• May assist clients with off-site or office location accounting functions.
• Onboards and train clients on financial accounting systems/software.
• Builds relationships with clients and interacts with integrity and honesty. Promotes JCCS and services to new and existing clients.
• Attends training and keeps up to date with industry, state and federal changes as well as technology updates.
• May assist with training and reviewing accounting, payroll and other accounting or internal activities of other staff, and takes responsibility for the quality control issues.
• Uses expertise to serve on JCCS committees and lead JCCS teams.
• Contributes significantly to marketing activities that bring in their own clients and participates in promoting new Firm services.
• Provides back up for other CAS staff, and may back-up front office, as required.
• May help provide transactional support for CAS team.
• Performs other duties, responsibilities and activities as assigned.

Benefits

• medical, dental, vision and other offerings
• profit-sharing 401(k) plan with safe harbor contributions
• a minimum of 10 vacation days, nine company-observed holidays, 12 sick days, and half-day Fridays starting in May.
• Support, coaching, and feedback from co-workers and managers.
• Opportunities to develop new skills and advance your career.
• The freedom to work in a way that lets you balance life outside of work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees